Plan5500

Warwick, NY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Warwick, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $7,904,319 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Warwick

  • 4 loaded plans hold $7.9M in reported assets across 4 sponsors.
  • The largest, Passport Corporation 401(K) Plan, holds 62% of reported Warwick plan assets.
  • Plans cover 158 participants — about 40 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.9MSummed across loaded plans$7,904,319
Total reported assets$7.9M$7,904,319
Total reported participants158
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.9M total assets
Net assets$7.9MLiabilities$0
Contributions & income
Employer contributions$62.2K
Participant contributions$220.1K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$857.7K
Total expenses$873.7K
Net increase / (decrease)$373.3K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Warwick, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Warwick market comparison

Largest plan share of assets62%Passport Corporation 401(K) Plan
Participants per plan40Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Warwick

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Passport Corporation 401(K) Plan$4.9M
    Passport Corporation · 2023
  2. 2
    Masker Fruit Farms Employee Pension Plan$3M
    Masker Fruit Farm Inc Employee · 2023
  3. 3
    Niaz A Momin Pc Pension/Profit Sharing Trust$111
    Niaz A. Momin Pc · 2023
  4. 4
    Amthor International, Inc.not reported in the loaded dataset
    Amthor International, Inc. · 2023

Largest plans in Warwick → · Warwick plans by participants → · Warwick plans with financial data → · Warwick plans with provider compensation → · $1B+ plans in Warwick →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Warwick, NY?
4 plan(s) reported by 4 sponsor(s) are loaded for Warwick, NY.

Related Form 5500 pages